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Funds Management: The Funds plan ID field does not appear in the campaign screen

Nov 01, 2016 at 08:15 PM

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Former Member

Hi gurus!

When I create a campaign and fill in the parameters the plan ID field funds does not appear. Can someone help me? I have made the settings in the SPRO and yet he does not appear.

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1 Answer

Johannes Voglsam
Nov 02, 2016 at 07:12 AM
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Hello,

please check the following wiki page:

Funds Management Integration in CRM Campaign Management

This should contain the required steps.

best regards,

Johannes

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